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State Street SPDR S&P Dividend ETF

391 hedge funds and large institutions have $4.01B invested in State Street SPDR S&P Dividend ETF in 2014 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 165 increasing their positions, 129 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more call options, than puts

Call options by funds: $9.38M | Put options by funds: $6.08M

28% more repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 129

1.11% more ownership

Funds ownership: 29.56%30.67% (+1.1%)

3% more capital invested

Capital invested by funds: $3.88B → $4.01B (+$127M)

2% less funds holding

Funds holding: 398391 (-7)

2% less funds holding in top 10

Funds holding in top 10: 4443 (-1)

12% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 25

Holders
391
Holders Change
-7
Holders Change %
-1.76%
% of All Funds
11.35%
Holding in Top 10
43
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.27%
% of All Funds
1.25%
New
22
Increased
165
Reduced
129
Closed
25
Calls
$9.38M
Puts
$6.08M
Net Calls
+$3.3M
Net Calls Change
+$1.22M
Name Holding Trade Value Shares
Change
Change in
Stake
BFO
201
Boston Family Office
Massachusetts
$794K -$26.9K -355 -3%
BWM
202
Braver Wealth Management
Massachusetts
$754K +$607 +8 +0.1%
TF
203
Tompkins Financial
New York
$753K
CB
204
Chemical Bank
Michigan
$746K +$15.4K +203 +2%
PFM
205
Phillips Financial Management
Indiana
$740K -$76 -1 -0%
OFS
206
Orrstown Financial Services
Pennsylvania
$739K -$163K -2,150 -18%
MHIM
207
MacNealy Hoover Investment Management
Ohio
$723K
EFS
208
Essex Financial Services
Connecticut
$721K +$56.9K +750 +8%
WEC
209
Winslow Evans & Crocker
Massachusetts
$720K +$67.1K +884 +10%
CBU
210
CIBC Bank USA
Illinois
$715K -$9.87K -130 -1%
AIP
211
Ameritas Investment Partners
Nebraska
$715K +$38.7K +510 +6%
BA
212
Birinyi Associates
Connecticut
$712K -$49.3K -650 -6%
WIC
213
Woodmont Investment Counsel
Tennessee
$712K
Two Sigma Investments
214
Two Sigma Investments
New York
$704K +$212K +2,789 +42%
VNB
215
Valley National Bancorp
New York
$695K -$93.7K -1,235 -12%
DCM
216
Donaldson Capital Management
Indiana
$688K -$15.4K -203 -2%
SFA
217
Sequoia Financial Advisors
Ohio
$687K +$228 +3 +0%
FHB
218
First Hawaiian Bank
Hawaii
$681K
RMCM
219
Reynders McVeigh Capital Management
Massachusetts
$663K -$9.19K -121 -1%
LPC
220
Loeb Partners Corp
New York
$659K
FWP
221
FAS Wealth Partners
Kansas
$659K +$361K +4,762 +118%
TWA
222
TCI Wealth Advisors
Arizona
$650K +$7.06K +93 +1%
AC
223
Addison Capital
Pennsylvania
$650K +$76.2K +1,004 +13%
Franklin Resources
224
Franklin Resources
California
$648K +$75.9K +1,000 +13%
BWM
225
Baystate Wealth Management
Massachusetts
$641K +$67.3K +887 +12%